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Reported covered position: Staff Assistant (2017-2018), Legislative Correspondent (2018-2019), Legislative Assistant (2109-2020), Legislative Director (2021-2022) - Office of Rep. Al Lawson
How to read the money
Income and expense are whole-filing amounts associated with this lobbyist, not personal compensation or an allocated share.
No topic inference: each bill number appears in source LDA issue text assigned to this lobbyist.
An act to provide for reconciliation pursuant to title II of H. Con. Res. 14.
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
Issues related to the tax treatment of life insurance products and company taxation in Title VII of H.R. 1, the One Big, Beautiful Bill Act (budget reconciliation bill, P.L. 119-21).
Retirement Simplification and Clarity Act
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
Specific issues are shown only where the LDA source assigned them to this lobbyist. Targets apply to the associated filing.
NEW YORK LIFE INSURANCE COMPANY via NEW YORK LIFE INSURANCE COMPANY
2025 · second_quarter · Q2
Issues related to the tax treatment of life insurance products and company taxation in Title VII of H.R. 1, the One Big, Beautiful Bill Act (budget reconciliation bill, P.L. 119-21).
Issues related to proposals to clarify (i) the non-fiduciary status of insurance companies in the administration of insurance contracts issued to ERISA retirement plans, and (ii) the non-ERISA status of insurance company general account assets that support these contracts.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
Source: Senate LDA
Issues related to HR 10467, the Retirement Simplification and Clarity Act, all provisions. Issues related to technical changes to SECURE 2.0, Pub. L. 117-328.
NEW YORK LIFE INSURANCE COMPANY via NEW YORK LIFE INSURANCE COMPANY
2025 · first_quarter · Q1
Issues related to the tax treatment of life insurance and life insurance companies. Issues related to Subchapter L of the IRS Code.
Issues related to retirement policy.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
NEW YORK LIFE INSURANCE COMPANY via NEW YORK LIFE INSURANCE COMPANY
2024 · fourth_quarter · Q4
Issues related to definition of HIPAA excepted benefits. Issues related to paid family and medical leave.
Issues related to HR 10467, the Retirement Simplification and Clarity Act, all provisions. Issues related to technical changes to SECURE 2.0, Pub. L. 117-328.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE